Advertisement
Tata - ACT
Tata - ACT

Tata - ACT

  • Tata Asset Management Ltd
  • Multi Cap AND Flexi Cap
  • 93
    Out of 123*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age6 years, 12 months
1.66%
-0.24%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/12/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (3.99%)
Allocation by Market Cap
Small Cap (38.6%)
Mid Cap (18.81%)
Large Cap (38.46%)
Sector Holdings
  • Financial Services21.57%
  • Fast Moving Consumer Goods12.86%
  • Capital Goods11.29%
  • Metals & Mining11.08%
  • Telecommunication10.48%
Stock Holdings
  • Hindustan Copper Ltd.6.99%
  • HDFC Bank Ltd.6.83%
  • Bharti Airtel Ltd.6.5%
  • Indian Bank Ltd6.22%
  • HDFC Bank Ltd5.97%

bt_logoPORTFOLIO MANAGERS

Krutika Vispute
  • Manager Rank140 Out of 172
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr2.81%
Profile

With over 8 years of experience in investment research, Krutika joined Tata Asset Management in June 2022. Prior to joining Tata Asset Management, she has worked with Envision Capital for 4+ years as a Research Analyst covering Indian equities across multiple sectors. She has also worked with Anand Rathi Private Wealth Management in the past. Krutika is a Chartered Accountant from the Institute of Chartered Accountants of India. She has done her Bachelors in Commerce from Mulund College of Commerce, University of Mumbai.

Other Schemes
AUM (₹ Cr)
₹99.76 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
20 Out of 263
Fixed Fee
2.50%
AUM (₹ Cr)
₹18.23 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
6 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
164 Out of 263
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹99.76 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
20 Out of 263
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
1.75%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
AUM (₹ Cr)
₹263.54 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
2.50%
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 263
Fixed Fee
1.00%
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 263
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Tata Asset Management Ltd
Tata Asset Management Ltd manages assets worth Rs 4056.54 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

4,056.54 (As on Dec, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
₹99.76 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
20 Out of 263
Fixed Fee
2.50%
AUM (₹ Cr)
₹18.23 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
6 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
164 Out of 263
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Tata - ACT?
There is no option for Hurdle rate.
What is the fixed fee charged in Tata - ACT ?
The fixed fee charged in Tata - ACT is 2.50%.
What is the variable fee charged in Tata - ACT ?
There is no option for Variable fee.
What is the profit sharing in Tata - ACT ?
There is no option for Profit sharing.
What is the minimum investment in Tata - ACT ?
The minimum investment in Tata - ACT is ₹50 Lacs
What type of scheme is Tata - ACT?
Tata - ACT is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Tata - ACT?
The inception date of Tata - ACT is Feb 12, 2019.
What is the exit load of Tata - ACT?
Exit load is NA if redeemed in 0-1 year, NA if redeemed in > 1-2 years, NA if redeemed in > 2-3 years, 0% thereafter.